EPISODE 79

In this solo episode, Kevin Henrikson and Jason Shafton dig into a turning point for AI. In 2025, agent misbehavior lived in staged lab experiments, but in 2026, at least four labs have admitted their agents hacked real companies. Jason walks through the recent incidents, from malicious packages on RubyGems and Gemini going after three real companies to an agent breaching Australia's Medicare statistics portal. The two debate how worried founders should be, whether an emergency brake already exists and who gets to pull it, and what to do when the labs can see your data, outspend you, and ship your product. Plus: why consulting is pivoting to AI implementation, OpenAI's $23 million Navier-Stokes heist, and how an AI agent fueled Jason's first marathon by ordering his carbs on DoorDash.

CHAPTERS

00:00 – Cold Open

00:43 – Jason's First Marathon and the AI Agent That Ordered His Carbs

04:42 – 2026: The Year AI Agents Hacked Real Companies

06:18 – How Worried Should We Be?

07:35 – Inside the Incidents: RubyGems, Gemini, Medicare and More

12:09 – Emergency Brakes: Who Gets to Pull Them?

15:40 – Will the AI Labs Eat Your Business?

19:28 – Is the Age of the Consultant Over?

20:49 – The $23 Million Navier-Stokes Heist

23:52 – Has a Robot Run a Marathon Yet?

24:50 – Founder Mode Top Five

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